HUCKLE FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HUCKLE FAMILY FOUNDATION (EIN 37-6474117)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201601269349101300
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T14:31:41-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376474117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim and Diana Huckle Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JIMA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM HUCKLE | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,599,331 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $398,475 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $478 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $370,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,575,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $893,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,480 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $839,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $962,053 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $7,191 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $23,877 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $23,877 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,877 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $237,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $594,682 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $962,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $634,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $972,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $972,265 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,016,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,274,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,627,066 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,651,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,246,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,599,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,651,828 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,246,510 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,651,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,246,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,651,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,246,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,651,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $594,682 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,246,510 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,246,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,575,194 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,681,678 | CostOrOtherBasisAmt |
| Gain Or Loss | $893,516 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $893,516 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $893,516 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,820,085 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031878 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $175,079 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,473,221 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050408 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,726 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,950,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016173 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,188 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,412,439 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030338 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,974,929 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.128797 | TotalDistributionRt |
| Average Distribution | 0.025759 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,266,443 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,417 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,621 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $171,038 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $237,377 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,621 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,621 | SubtotalAmt |
| Tax Based On Investment Income | $9,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,921 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Diana Huckle | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Jim Huckle | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,891,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,361,871 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,361,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,266,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,621 | TotalTaxAmt |
| Distributable Before Adj | $303,701 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $303,701 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $303,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $237,377 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $237,377 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,621 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $227,756 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $303,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $226,393 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $237,377 | QualifyingDistributionsAmt |
| Applied To Year1 | $226,393 | AppliedToYear1Amt |
| Applied To Current Year | $10,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $292,717 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANA L HUCKLE | ContributingManagerNm |
| Contributing Manager | JIM E HUCKLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE FINANCIAL OF NORTHWEST MICHIGAN | |||||||
| 701 WESTMINSTER RD | TRAVERSE CITY | MI | 49686 | N/A | PC | General & Unrestricted | $10,000 |
| FLOW FOR WATER | |||||||
| 153 1/2 E FRONT ST RM 203 | TRAVERSE CITY | MI | 49684 | N/A | PC | New web site development and associated technology project | $7,000 |
| GRAND TRAVERSE REGIONAL LAND CONSERVANCY | |||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 49684 | N/A | PC | To provide capacity and work plans for campaign readiness and farmland protection | $50,000 |
| GRASS RIVER NATURAL AREA INC | |||||||
| PO BOX 231-A | BELLAIRE | MI | 49615 | N/A | PC | for Association of Nature Center Administrators Peer Consult expenses and for Technology related Capital needs for office and educational purposes | $9,800 |
| MICHIGAN STATE UNIVERSITY | |||||||
| SPARTAN WAY 535 CHESTNUT RD RM 300 | EAST LANSING | MI | 48824 | N/A | PC | to support Dr. Terry Taylor efforts to battle cerebral malaria in Malawi Project AS252 and to support Dr. William Cunningham work in Northern Haiti Project AS00130 | $100,000 |
| PADDLE ANTRIM | |||||||
| PO BOX 205 | BELLAIRE | MI | 49615 | N/A | PC | Operating Budget | $15,000 |
| SOARING UNLIMITED | |||||||
| PO BOX 631 | HOLT | MI | 48842 | N/A | PC | the Children's Nutrition Program | $3,700 |
| SOARING UNLIMITED | |||||||
| PO BOX 631 | HOLT | MI | 48842 | N/A | PC | Support cost of transportation, interpreters and medical supplies for Michigan State University medical mission team to Soaring Unlimited medical clinic near Cap Haitien Haiti | $3,000 |
| TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I | |||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | N/A | PC | US 131 Trail Master Plan Completion for new trail from Traverse City to Charlevoix Project | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $478 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $370,758 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,480 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $440,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,775 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Jim Huckle Revocable Trust | |||||||
| 1 | 6291 Peninsula Drive | Traverse City | MI | 49686 | $175,000 | Yes (X) | |
| Martha Huckle Bowman Living Trust | |||||||
| 2 | 6218 Lower Shore Dr | Harbor Spgs | MI | 49740 | $149,085 | Yes (X) | |
| Renee Huckle Living Trust | |||||||
| 3 | 6369 Peninsula Drive | Traverse City | MI | 49686 | $74,390 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | SPARTAN TOTAL MARKET INDEX FUND: FIDELI FSTVX, 2463 sh. | $149,085 | 2015-12-08 |
| 3 | SPARTAN TOTAL MARKET INDEX FUND: FIDELI FSTVX, 1239 sh. | $74,390 | 2015-12-09 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY NASDAQ COMPOSITE INDE | $771,161 | $1,612,232 |
| FIDELITY SELECT BIOTECHNOLOGY | $534,820 | $545,112 |
| FIDELITY SELECT HEALTH CARE | $555,517 | $519,768 |
| SPARTAN EXT MKT INDXFID ADVANT | $591,363 | $738,028 |
| SPARTAN TOTAL MARKET INDEX FUN | $793,327 | $1,191,939 |
| SPARTAN US EQTY INDX FID ADVAN | $1,028,057 | $1,019,987 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $21,877 | $21,877 |
| Foundation Dues & Memberships | $2,000 | $2,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $1,480 | RevenueAndExpensesPerBooksAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Jim Huckle Revocable Trust | |||
| 6291 Peninsula Drive | Traverse City | MI | 49686 |
| Martha Huckle Bowman Living Trust | |||
| 6218 Lower Shore Dr | Harbor Spgs | MI | 49740 |
| Renee Huckle Living Trust | |||
| 6369 Peninsula Drive | Traverse City | MI | 49686 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $6,700 |
| 990-PF Extension for 2014 | $491 |
Comments